Bullish on #Solana’s tech? But bearish on $Sol the asset? Myself and @StrategicHash have built a 🎉Solana Economic Model🎉 to put these theories to the test. TLDR? Sol can become one of the most expensive assets in the world… A thread

Bearish on any reflection coin that can’t stand on its own two feet as a meme. $ZCAT and $ALLINU are the only ones I’ve seen that I think would’ve survived on Pump last cycle. If the reward is the only reason to hold, there’s no reason to hold.

solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is starting to look less like a memecoin and more like the connective tissue between two massive crypto-native ecosystems. So it comes full circle: After all the institutional capital, infrastructure, and highbrow theorizing around bringing RWAs onchain, the missing unlock ended up being a memecoin connecting two crypto-native assets instead? Chef’s kiss. A ~$25B zcash:native asset class meeting a ~$70B solana:So11111111111111111111111111111111111111112 ecosystem, with a memecoin at the center. Absolute cinema. Mert pushed zcash:native and the “Zolana” narrative for a long time, but until now the connection existed only in discourse. @launchonsf gave it an actual onchain mechanism. The result? A memecoin that routes fees from trading activity directly to the community via continuous zcash:native rewards. All done on @raydium rails btw. The post from @zooko holds gargantuan weight because it’s recognition from the Zcash side that this connective tissue is actually working. The bridge isn’t theoretical anymore. solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is the bridge. The token gives Solana users a dead-simple way to get exposure to ZEC without forcing them to change their behavior. Meanwhile the meme itself, solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR, this anonymous cat wearing a paper bag for a hat, becomes the memetic vehicle that pulls the ZEC narrative, and actual zcash:native liquidity straight into Solana’s memecoin trenches where some of the largest concentrations of retail crypto attention and volume already live. This is no doubt the strongest and cleanest example of MemeFi becoming a foundational building block for bringing the world’s value onchain: -Memetics as the communication layer -DeFi as the incentive layer supplying shared asset rewards to every holder MemeFi is a vehicle that is turning the intersection of two previously separate communities into its own aligned hybrid ecosystems. The moral of the story: Study shared incentive alignment. The strongest ecosystems are the ones where everyone gets bigger by helping everyone else get bigger. This is what @launchonsf unlocked. And underneath the surface, in the mines, @Raydium sits in the center of it all as the plumbing... I’ve long believed memes are one of the most powerful forms of communication on the internet. Memecoin maximalists like myself have never been more vindicated than they are now. Onwards and upwards. I’ve never been more confident in @solana memecoins or more bullish on the resurgence of @RaydiumEco. IMO, this post signifies to me that we have officially entered the first inning of MemeFi.